|
26
|
Atria Wealth Solutions
New York
|
$304K
|
+$305K
|
+15,000
|
New
|
|
|
27
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$299K
|
+$19.6K
|
+964
|
+7%
|
|
|
28
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$299K
|
+$19.6K
|
+964
|
+7%
|
|
|
29
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$289K
|
+$80K
|
+3,935
|
+38%
|
|
|
30
|
Trilogy Capital
Irvine,
California
|
$257K
|
+$258K
|
+12,686
|
New
|
|
|
31
|
|
$255K
|
-$167K
|
-8,207
|
-40%
|
|
|
32
|
Belpointe Asset Management
Reno,
Nevada
|
$250K
|
-$63.2K
|
-3,111
|
-20%
|
|
|
33
|
|
$242K
|
–
|
–
|
–
|
|
|
34
|
Authentikos Wealth Advisory
Morgan Hill,
California
|
$232K
|
+$150K
|
+7,389
|
+183%
|
|
|
35
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$72K
|
–
|
–
|
–
|
|
|
36
|
Allworth Financial
Folsom,
California
|
$10K
|
+$10K
|
+493
|
New
|
|
|
37
|
Comerica Bank
Dallas,
Texas
|
$6.61K
|
+$6.63K
|
+326
|
New
|
|
|
38
|
|
$5.86K
|
–
|
–
|
–
|
|
|
39
|
Fidelity Investments
Boston,
Massachusetts
|
$20
|
+$20
|
+1
|
New
|
|
|
40
|
Brookstone Capital Management
Wheaton,
Illinois
|
–
|
-$1.39M
|
-68,434
|
Closed
|
|
|
41
|
Fortis Group Advisors
Westwood,
New Jersey
|
–
|
-$1.25M
|
-61,620
|
Closed
|
|
|
42
|
Citadel Advisors
Miami,
Florida
|
–
|
-$932K
|
-45,935
|
Closed
|
|
|
43
|
TCFG Wealth Management
Laguna Niguel,
California
|
–
|
-$203K
|
-10,000
|
Closed
|
|
|
44
|
UBS Group
Zurich,
Switzerland
|
–
|
-$34.4K
|
-1,696
|
Closed
|
|
